The next gen investment solution for your SMSF and HNW clients
Wealth Accelerator is a full-featured next gen investment wrap platform with options to suit the needs of your various clients.
Overview
Powerful reporting and an extensive range of investments
Managing client SMSFs and investment portfolios is time-consuming without the right tools. Wealth Accelerator gives you and your clients the ability to manage their SMSF and non-super investments, in a single online place, centralising and consolidating portfolio administration and reporting.
Portfolio management tools
You and your clients can buy and sell investments, monitor performance, manage all relevant paperwork and more. The comprehensive reporting suite makes client engagement and management a breeze.
Extensive range of investment options
Access a broad range of investment options, including managed funds, Managed Account models, term deposits, ASX listed securities, including ETFs and listed investment companies, and international securities.
Business efficiency
Better manage client investments and improve business efficiency with tools such as managed accounts and our SMART model portfolio and rebalancing technology.
Enhanced SMSF reporting
Wealth Accelerator provides consolidated reporting for SMSF trustees to help them meet regulatory, accounting and tax obligations. SMSF annual tax statements are specifically designed to meet SMSF tax requirements. Information can also be downloaded from and into many SMSF and accounting software packages.
Cost-effective
Our clear and simple pricing provides further savings when grouping family member accounts together or investing via our investor rewards menu. You will also have access to low-cost Australian and international trading and no switching fees on managed funds.
Online functionality for your clients
Give your clients browse only access to their holdings, performance charts, reports and statements. Provide anywhere, everywhere access to portfolio and reports via our mobile-optimised webApp.
Features
One platform, multiple options
Every client has different investment needs. Wealth Accelerator offers two options which will have you and your clients covered.
Cash
Wealth Accelerator Core
Wealth Accelerator Plus
Term deposits
Wealth Accelerator Core
Wealth Accelerator Plus
Netwealth Global Specialist Funds and GSS Managed Models^
Wealth Accelerator Core
Wealth Accelerator Plus
300+ managed funds
Wealth Accelerator Core
Wealth Accelerator Plus
ASX securities
Wealth Accelerator Core
Wealth Accelerator Plus
International securities
Wealth Accelerator Core
Wealth Accelerator Plus
Managed account models
Wealth Accelerator Core
Wealth Accelerator Plus
Margin lending
Wealth Accelerator Core
Wealth Accelerator Plus
^The GSS Managed Models are available in certain versions of the Netwealth Managed Account and may not be available to you. Refer to the PDS provided to you for the Netwealth Managed Account.
Wealth creation and protection
Expand allRetail insurance cover
Wealth Accelerator Core
Wealth Accelerator Plus
Tax FIFO, LIFO and parcel selection
Wealth Accelerator Core
Wealth Accelerator Plus
Learn about our insurance solutions
Customer engagement
Expand allRead only/Transact online access
Wealth Accelerator Core
Wealth Accelerator Plus
PC/Tablet/Mobile access
Wealth Accelerator Core
Wealth Accelerator Plus
Comprehensive reporting
Wealth Accelerator Core
Wealth Accelerator Plus
Resources
More information
Want more information on Wealth Accelerator? Our resources section has everything covered.
Wondering what to do next?
Speak with a BDM
Speak with a BDM
Let one of our experienced BDMs pay you a visit to discuss how our platform can be configured to meet your business needs.
Contact a BDMSchedule a demo
Schedule a demo
If you want a hands-on experience, we can organise a quick online demonstration of some of the key features of the platform and our service.
Schedule a demoContact us
Insights
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Business Strategy
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